Current jobs related to Client Advisory Manager - Cleveland - Meaden & Moore


  • Cleveland, United States Meaden & Moore Full time

    Job DescriptionJob DescriptionDescriptionOverview of Firm: Meaden & Moore is a leading CPA and business consulting firm that is a eight-time winner of The Plain Dealer’s Top Workplaces, a six-time winner of Ohio Magazine’s Best Places to Work, and awarded Inside Public Accounting's top 50 Best of Best Firms. All of these prestigious awards speak to...


  • Cleveland, Ohio, United States Pease Bell CPAs Full time

    Job OverviewPease Bell, CPAs is a dynamic mid-sized accounting firm dedicated to delivering exceptional service to a growing national clientele. With multiple locations and a team of over 160 professionals, we pride ourselves on maintaining high standards of client support that distinguish us in a competitive CPA landscape.Our varied clientele seeks our...


  • Cleveland, United States Pease Bell CPAs Full time

    Job DescriptionJob DescriptionSalary: Pease Bell, CPAs is a rapidly growing mid-sized accounting firm serving an expanding nationwide client base. Now, with multiple offices and more than 160 employees, our priority is to provide the same exceptional quality of client support that has built our reputation in a crowded CPA marketplace. Our diverse clientele...


  • Cleveland, United States Pease Bell CPAs Full time

    Job DescriptionJob DescriptionSalary: Pease Bell, CPAs is a rapidly growing mid-sized accounting firm serving an expanding nationwide client base. Now, with multiple offices and more than 160 employees, our priority is to provide the same exceptional quality of client support that has built our reputation in a crowded CPA marketplace. Our diverse clientele...


  • Cleveland, Ohio, United States Emerald Resource Group Full time

    Position: Chief Operations Advisory Executive Location: Remote Emerald Resource Group, a prominent player in the professional services sector, specializing in Financial Consulting, Risk Management, and Valuation Services, is seeking a Chief Operations Advisory Executive. As the Chief Operations Advisory Executive, you will play a pivotal role in delivering...


  • Cleveland, Ohio, United States RISCPoint Advisory Group Full time

    Position OverviewRISCPoint Advisory Group is in search of a Cybersecurity Consulting Manager to oversee their FedRAMP Services.Key ResponsibilitiesLead the Public Sector team in enhancing clients' cybersecurity frameworks.Collaborate closely with clients to assess and improve their security posture.Manage projects to ensure the delivery of exceptional...


  • Cleveland, Ohio, United States RISCPoint Advisory Group Full time

    Position OverviewRISCPoint Advisory Group is in search of a Cybersecurity Consulting Manager to oversee their FedRAMP Services.Key ResponsibilitiesThis position requires leading the Public Sector team, working closely with clients to improve their cybersecurity frameworks, and managing various projects to provide exceptional consulting...


  • Cleveland, Ohio, United States Cohen & Company Full time

    OverviewCohen & Company is a leading provider of assurance, tax, and advisory services to clients across the United States and worldwide. Our Management Consulting team is dedicated to delivering innovative solutions to complex business problems.Internship DetailsInternship Length: 10 weeks, June to August 2025Internship Schedule: Full-time hours, with...


  • Cleveland, Ohio, United States Emerald Resource Group Full time

    Job Description**Job Title:** Chief Advisory Officer - Strategic Operations Leader**Company:** Emerald Resource Group**Job Summary:** We are seeking an experienced Chief Advisory Officer to lead our advisory services team. The successful candidate will be responsible for developing and executing the operational strategy for our advisory practice, aligning it...


  • Cleveland, Ohio, United States Pease Bell CPAs Full time

    Job Description**Transform Your Accounting Career with Pease Bell CPAs**We are seeking a highly motivated and detail-oriented individual to join our team as a Tax Advisory Services Intern. As a member of our dynamic team, you will have the opportunity to gain hands-on experience in tax planning, preparation, and advisory services.Key Responsibilities:Prepare...


  • Cleveland, Ohio, United States Pease Bell CPAs Full time

    Job Description**Transform Your Accounting Career with Pease Bell CPAs**We are seeking a highly motivated and detail-oriented individual to join our team as a Tax Advisory Services Intern. As a member of our dynamic team, you will have the opportunity to gain hands-on experience in tax planning, preparation, and advisory services.Key Responsibilities:Prepare...


  • Cleveland, Ohio, United States Cohen & Company Full time

    OverviewCohen & Company, a leading provider of assurance, tax, and advisory services, is seeking a highly motivated and detail-oriented individual to join our team as an Advisory Services Intern. As an intern, you will have the opportunity to work closely with our experienced professionals and gain hands-on experience in financial analysis, financial...


  • Cleveland, Ohio, United States RISCPoint Advisory Group Full time

    Position OverviewRISCPoint Advisory Group is in search of a Cybersecurity Consulting Manager to spearhead their FedRAMP Services.Key ResponsibilitiesLead the Public Sector team in enhancing clients' cybersecurity frameworks.Collaborate closely with clients to assess and improve their security measures.Oversee project management to ensure the delivery of...


  • Cleveland, Ohio, United States Creative Financial Staffing Full time

    Senior Tax ConsultantCreative Financial Staffing is in search of a proficient Tax Accountant to enhance their dynamic team. This position presents a remarkable opportunity for a tax expert to engage in a variety of client projects and contribute to comprehensive tax strategies and compliance initiatives.Core Responsibilities:Prepare and assess federal,...


  • Cleveland, Ohio, United States RISCPoint Advisory Group Full time

    Job OverviewPosition: Senior Consultant – FedRAMP ServicesABOUT RISCPoint Advisory GroupAre you ready to advance your career in a dynamic environment? At RISCPoint Advisory Group, we are a partner-owned, rapidly expanding consultancy specializing in cybersecurity and compliance. Our dedicated team of professionals is committed to seamlessly integrating...

  • Principal Consultant

    3 weeks ago


    Cleveland, Ohio, United States RISCPoint Advisory Group Full time

    Job OverviewSenior Consultant – FedRAMP ServicesABOUT RISCPoint Advisory GroupAre you ready to advance your career? Do you seek opportunities for professional development and leadership? At RISCPoint Advisory Group, we are a partner-owned, rapidly expanding consultancy specializing in cybersecurity and compliance. Our cohesive team of seasoned experts is...


  • Cleveland, Ohio, United States Cohen & Company Full time

    About the InternshipCohen & Company is seeking highly motivated and detail-oriented individuals to join our internship program as Accounting Advisory Solutions Professionals. As an intern, you will have the opportunity to gain hands-on experience in public accounting, working closely with our team of experienced professionals.ResponsibilitiesAssist in the...


  • Cleveland, Ohio, United States RISCPoint Advisory Group Full time

    Job OverviewPosition: Senior Consultant – FedRAMP ServicesCompany OverviewAre you ready to advance your career in a dynamic environment? At RISCPoint Advisory Group, we are a partner-owned, rapidly expanding consultancy specializing in cybersecurity and compliance. Our dedicated team of professionals is committed to seamlessly integrating with our clients...


  • Cleveland, Ohio, United States Cohen & Company Full time

    About the OpportunityCohen & Company is seeking a highly motivated and detail-oriented individual to join our team as an Accounting Advisory Solutions Professional. As an intern, you will have the opportunity to gain hands-on experience in public accounting and develop your skills in a dynamic and supportive environment.ResponsibilitiesAssist in the...


  • Cleveland, Ohio, United States Cohen & Company Full time

    About the OpportunityCohen & Company is seeking a highly motivated and detail-oriented individual to join our team as an Accounting Advisory Solutions Professional - Spring 2026. As an intern, you will have the opportunity to gain hands-on experience in public accounting and develop your skills in a dynamic and supportive environment.ResponsibilitiesAssist...

Client Advisory Manager

4 months ago


Cleveland, United States Meaden & Moore Full time
Job DescriptionJob DescriptionDescriptionOverview of Firm: Meaden & Moore is a leading CPA and business consulting firm that is a seven-time winner of The Plain Dealer’s Top Workplaces, a six-time winner of Ohio Magazine’s Best Places to Work, and awarded Inside Public Accounting's top 50 Best of Best Firms. All of these prestigious awards speak to how our firm is ran and managed which allows us to build successful careers and long-term opportunities for our team members to contribute and potentially become future owners of a successful practice. We are committed to providing outstanding professional services for our clients, rewarding careers for our staff, and diligent service to our communities. Since 1919, we have focused our expertise and resources on providing superior accounting, tax, forensic, and consulting services to a wide array of clients in a variety of industries. Through careful examination of the issues affecting business success, our CPAs, CFEs, CFFs, advisors, and auditors develop strategies and solutions to help our clients thrive in today’s global economy.

Position Summary: The Client Advisory Manager will lead our Client Accounting Services (CAS) group which will focus on monthly accounting and advisory services for businesses that are looking to outsource accounting functions. This person will be a problem-solver,and help provide data that will make our client’s processes and bookkeeping more efficient. The right individual for this role will have an entrepreneurial mindset and will be someone who is looking to build out a practice within a mid-sized CPA firm by using technology, data, and other resources to advise our clients.  
Key ResponsibilitiesEssential Duties and Responsibilities: 
  • Prepares monthly and year-end workpapers.
  • Payroll preparation utilizing payroll software. 
  • Reconciles various general ledger, bank, and credit card accounts.
  • Prepares or assists in the preparation of sales/use, CAT, corporate and individual taxes.
  • Works in a cloud-based accounting environment.
  • Assists with preparation of internal financial statements.
  • Complies with firm administrative policies.

Skills, Knowledge and ExpertiseEducation, Experience, and Other Qualifications: 
  • High school graduate required.  Associate Degree in Accounting preferred.
  • Experience managing teams
  • Certified Bookkeeper and/or Quickbooks Professional Advisor preferred but not required.  
  • The ability to effectively communicate and interact with all levels in the organization. 
  • Proficient knowledge and utilization of software programs including Microsoft Office (Excel, Word, Planner, Outlook) as well as Quickbooks Online, Bill.com,  Quickbooks Payroll, and accounting and tax-related software. Data analysis and data visualization software experience is a plus
  • Solid mathematical aptitude.
  • Strong organizational skills, detail-oriented.
  • Needs to be flexible when needed
  • Must be a self-starter, being able to work independently as well as on a team.
  • The ability to prioritize and meet set deadlines.
  • The ability to multi-task, handle interruptions and problem solve.  
  • The ability to learn and utilize new software, or new features in existing software.
  • The ability to embrace change and suggest changes in processes and procedures to improve efficiency. 

 

 
Benefits and Our Commitment to Diversity and Inclusion:Our Commitment to Diversity and Inclusion:Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.
We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

Benefits/Compensation:Meaden & Moore provides a competitive compensation package commensurate with qualifications and experience, in addition to a unique incentive program that rewards our exemplary employees. We also offer a comprehensive benefits program that includes your choice of medical programs, generous PTO, 401k, and various bonus opportunities.